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CUSTOMER RETENTION SOLUTIONS — CUSTOMER RETENTION SOLUTIONS DEFINED BENEFIT PENSION PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250822111232NAL0005070305001
CUSTOMER RETENTION SOLUTIONS
Form 5500-SF
FILING_RECEIVED
CUSTOMER RETENTION SOLUTIONS DEFINED BENEFIT PENSION PLAN
Defined-benefit pension plan
Active participants
4
Accounts w/ balance
—
Plan assets (EOY)
$2.1M
Net assets (EOY)
$2.1M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
CUSTOMER RETENTION SOLUTIONS
.
Find decision makers
Plan sponsor
Name
CUSTOMER RETENTION SOLUTIONS
EIN
38-3613328
Address
6395 TECHNOLOGY DRIVE SUITE F · KALAMAZOO, MI · 49009
Phone
(269) 324-7385
Industry
Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-22
Pension benefit codes
1A · Pay-related DB formula
3D · Pre-approved plan (master / prototype / VS)
3F · Sponsor used leased employees
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
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